Searching financial spend in Target

customertrax 1. Handle CRM 1.0, x. Uncategorized

Dissect past payment and financial spending to qualify your buyers


To create a search based on financial spend:

  1. Select ‘add fields’ to view list of available search criteria.
  2. Choose fields. Fields are listed alphabetically. The financial fields will be appended with ‘(AREC)’.
  3. Learn more about Advanced Search options in Handle to further build, refine, and save your searches.
customertraxSearching financial spend in Target